Ultra short duration funds are the open-ended debt mutual fund schemes that invest in debt and money market instruments which have Macaulay Duration of 3 to 6 months. Macaulay duration is related to the maturity of the debt or money market instruments. Ultra short duration funds usually invest in money...Read More

Target maturity funds are passive debt mutual fund schemes, which track an underlying bond index and have defined maturity dates. Upon maturity of the scheme, you will get the principal along with accrued interest. Target maturity funds can be in the form of Exchange Traded Funds (ETFs) or Index Fund. Target...Read More

Mutual fund investors in India have historically favoured actively managed mutual funds despite exchange traded funds (ETFs) having been around for the last 20 years. But assets under management (AUM) in passive funds have grown at a phenomenal rate over the last few years and ETFs are now the...Read More

Hybrid funds are mutual fund schemes which invest in multiple asset classes e.g. equity, fixed income, gold, real estate investment trusts (REITs) etc. The main benefit of hybrid funds is asset allocation. Asset allocation diversifies investment risk by spreading the investment of two or more asset classes. The risk profile of...Read More

Midcap cap funds have been among the top performing equity mutual fund categories in the last one year¹. In the last one year, Nifty Midcap 150 TRI gave 20% return versus Nifty 50 TRI return of 15%². Midcap funds are equity mutual fund schemes which primarily invest in midsized companies listed on stock exchanges. As per SEBI...Read More

Small cap mutual funds category attracts investors' interest from time to time. Investors usually prefer to stay away from small caps in volatile markets, but get interested in this category in bull markets. Small cap funds category has been one of the best performing equity mutual fund categories in the last one year...Read More

Special situations refer to changes or developments which can potentially have a large impact on the financial performance of a company. These developments may include capital restructuring, mergers and acquisitions, ownership change, new technology, new regulations, major disruptive events e.g. COVID-19 etc. These special...Read More

Investors around the world usually prefer to invest in domestic equities, but investors in developed markets also allocate a portion of their investment portfolio to international equities. In recent times, we are also seeing growing interest about global products among retail investors in India. Several global products were launched...Read More

As we approach the final quarter of this financial year, tax planning is one of the most financial activities for all investors. Ideally, tax planning should be done at the beginning of each financial year but if you have not done it yet, you should do your tax planning now to avoid last minute hassles. Section 80C of Income Tax Act 1961...Read More

Multicap mutual funds are diversified equity mutual fund schemes which invest across market cap segments i.e. large cap, midcap and small caps. Multicap funds are among the most diversified among all equity funds because they are not only diversified across industry sectors, but also across market cap segments. Prior to September...Read More